For those who are Ex EY, did you roll your 401k to your new employer after you left the firm? Do we have to roll it? What are some advantage or disadvantages? Thanks. 🙏🏻🙏🏻

like
Posting as :
works at
You are currently posting as works at

Depends on where you go if you’d be required to move it. Just don’t try to roll it within 60 days of leaving as EY has that as a restriction on the plan and it’d withhold money from you. Fidelity was awesome at explaining it when I just was trying to roll it into my IRA with them and just had to wait another few weeks but wasn’t bad

like

I assume you went to industry and not another firm? Advantages could include getting wider array of funds to invest in. May not make much of a difference since EY 401k has pretty good selection. But you may want to take your capital and use it in other funds in the new plan. Also if u ever need to take a loan from your 401k, having your rollover in your new plan could be helpful. You prob don't have to roll. Only disadvantages would be fewer options on the new plan.

like

Related Posts

I need help. Anyone have information of being an advanced medical support assistant for veterans affairs? I got offered a job in the SF valley . The pay Is a bit less but it's about 5.5 miles from my house.close. Why do people pray for government jobs? At the moment I'm with ucla health as an admin assistant float permanent& have been offered permanent placement at a site in LA about 16 miles . The pay seems pretty decent& also have the pension plan. Been here about 2 years no issues.

like

How do you handle if both j1 and j2 offer health insurance or 401k? Do you decline if they’re the through the same provider?

like

Hi fishes,

Does anyone know about HR Path company. Is it a good company to join as a SuccessFactors Integration Lead ?
How about the work culture, work life balance, compensation and benefits?

Please help out a poor fish trying to move for a better life. @HRPath

like

Healthcare finance courses : has anyone taken a exec education course from ivy that you’d recommend?

like

My company is giving me a reimbursement while I go to school. It’s capped to induce me to study part time. I decided to go full time. Pay the difference out of pocket so I can graduate quicker. I have been working as a manufacturing engineer tech for 4 years without a degree but this May I will get my bachelors in Mechanical Eng. Currently making 63k a year, hourly. What should I ask for when I graduate? Living in Southern Pennsylvania.

like

The wife, baby and I are moving to Greenville SC in the spring.

Would love to hear anyone’s experiences about the city and where you’d suggest we start our house search!

like

looking into rolling old 401k into a Roth IRA. I just graduated from MBA and therefore have only worked a few months in 2022. Am I correct in thinking that the taxes I pay will be lower than if I did this in any other year where I worked the full year? Any other drawbacks or things to think about?

like

Does anyone know what the fertility benefits and maternity leave are at IPG companies? I'm considering an opportunity at an IPG-backed small agency and trying to figure out what the IVF coverage looks like. When is the right time to ask for their benefits package? TIA!

likehelpful

Anyone have any recs on learning material for Employee Benefits & Executive Comp side of M&A?

like

If you are starting as an Audit Associate some time from now with Deloitte or any of the big 4, do they expect you to have passed/completed all 4 parts by the time you start? Received the Becker Reimbursement email from the recruiter not too long ago but have yet to start. I’ve seen plenty of people get to Senior at a big 4 firm without the CPA so I am a bit confused in that aspect. Any helpful feedback will be very much appreciated.

likehelpful

63k salary for a HR Coordinator role in nyc … is this fair? I feel like I am just scraping by… and they haven’t started taking out deductions for my 401k/pension yet. Plus side benefits are great and I pay nothing!!

like

Has anyone gone through process to buy in Hawaii and use for vacation home / Airbnb? How was the experience? Does it make financial sense? Any lessens learned?

like

Client cfo “put some fishnet stockings on the cost model…”

likefunnyhelpful

Is life insurance a priority to anyone at the moment, and if so why is life insurance important to you?

It can be impossible to deal with financial losses due to declining health or unforeseen circumstances by not having life insurance. In these cases, the solution to your debts (that can affect the financial stability of you or your loved ones) may fall within the category of life insurance.

Post Photo
like

*Keeping an eye open for new opportunities*
I have my Bachelor's degree in Healthcare Administration along with 13 years of experience in healthcare. My experience ranges from medical coding, biller/AR specialist, patient financial advocate, and since 2019 my role is in the Quality department as a health care data analyst.

like

Can anyone explain how the company provided health insurance works in Canada? Have a no coverage, moderate coverage and full coverage option available but no info on pay reduction for each.

like

Hi Fishes,
Can anyone please help me in calculating in-hand salary?
I have 1.5lac investment under 80C
and 96k for house rent

Post Photo
like

Hi tax 🐠,

I have a question for those who prep individual tax returns. My parents claim my grandfather as a dependent on their tax return and due to their low income, receive PTC for the premiums they pay on his insurance (not eligible for medicare). However, would it be advantageous to have him file for his own tax return (he stays with my parents and doesn't have his own proof of residency via bills). If so, can he get PTC if his income is 0?

like

Guidehouse 🐠 on the healthcare team: What is the salary range for a Senior Associate? Ive looked online and it seems it can range anywhere from base $ 97,000 - 107? Any insights? Thanks

How is the trend of Data Analyst jobs in healthcare industry?

like

More Posts

Do you take stimulant medication if you have slept less and wake up with a headache? Even if Ican take a short nap because of wfh, stimulants prevent me from taking a nap and I feel foggy without stimulants and I get a mild heat ache with stimulants and lack of sleep. Please help. Thank you!

like

How much is average for SoCal area. New grad nurse: in choc, saddleback memorial, mission, Torrance memorial and Uci

like

Hi, I recently applied to a salesforce company and was selected for an interview. I had interviews with a recruiter, department manager and hiring manager and did well in them all. My final interview was with the CEO which lasted for about 10 minutes. He said he has read the notes from the previous interviews and the recruiter will get in touch with you. What are the chances I do not get this job given that I did well in all 3 interviews leading to the final interview with the CEO?

like

I’ve been searching for a new job for the past month and just now starting to get traction. I’ve landed 3 interviews for a social media strategist position the first with HR a simple 10 minute Q&A, second with the social media manager and third with the director of social media. I now have an hour interview with HR, what should I expect in this interview?

like

Could someone share the formula to calculate utilization rate? Planning to take a couple weeks of PTO but don’t want to hurt utili. Thanks!

like

Which company should I join from below considering CTC and Technology is same:
1. ThoughtWorks
2. Boeing
3. Deloitte
4. Nokia
5. Teradata

I have 2 years of experience working as Full Stack Developer - Java at IBM. I'll appreciate if you can tell the reason as well.

like

Hi, what quick and dirty subscriptions do you suggest to stay in the loop on (1) business (2) M&A specifically. Think economist expresso, the skim, etc.

like

Hi! Looking for advice on best/worst practices for hybrid/remote work policies, and any recommendations on measuring/supervising employee's work/accountability while remote. We're a small company, team of 10, in the content production industry. Thanks!

like

Anyone know anything about LRXD?

Curious if anyone is taking time off this month to see family. I'm crazy busy and it'd honestly be easier for me to wait until Christmas, but my mothers almost insisting I fly home this month. AITA for wanting to work through November and only see my family at Christmas?

Took audit last week. I’ve passed everything else. Really hope I pass audit so I can be done. I’m just going to continue studying until I get that passing score God willing. It’s a weird feeling to think I may be done with this exam. Wish me well guys

likeuplifting

Anyone know corporate banking associate/ senior associate salaries in Dallas? Would greatly appreciate any insight.

like

Did Deloitte M&A Advisory & PWC downsize during the pandemic? A PWC employee told me that they didn't and I would like to verify?

like

Does spotify have QA lead roles ?

like

How to handle living in a “noisy”/old apartment? I can hear my upstairs neighbors walking and talking at all hours. Even w/fan on high and headphones in at 75%, can still hear them. It’s almost 2am 😭

like

Sounds about right

Post Photo
likefunny

Who wins the space race? Musk vs. Bezos?

like

One of my favorite airport signs; bravo/brava to the TSA station manager

Post Photo
likesmartfunny

After your first six months with the firm how did you personally feel about your performance?

like

Additional Posts in Accounting

How to avoid paying back relocation. Don’t say by staying the terms

like

I felt that I bombed an interview, they told me that they will let me know by last week, but I haven’t heard back, thought I was silently rejected, then all of a sudden recruiter reached out saying that they are wrapping up interviews and will let me know by this week. Any hope?

like

What’s the difference between EY’s TAS-Corporate Finance service line and their FAAS service line?

likefunny

Hi tax 🐠,

I have a question for those who prep individual tax returns. My parents claim my grandfather as a dependent on their tax return and due to their low income, receive PTC for the premiums they pay on his insurance (not eligible for medicare). However, would it be advantageous to have him file for his own tax return (he stays with my parents and doesn't have his own proof of residency via bills). If so, can he get PTC if his income is 0?

like

Looking for a new office chair at home. Any suggestions?

Two key qualities: comfortable and adjustable

Price is very flexible. Much rather pay more for a nicer chair than get a deal.

Thanks!

like

I just moved to another state. How can I find a recruiter? Any tip is appreciated. I have been applying but haven't heard back much.

like

Anyone ever get sentenced to a few days of jail time and not tell the firm? I might have to take an impromptu vacation.

like

Thinking about all the shitty places in the world makes me feel so very blessed to live in USA 🇺🇸

like

Has anyone gone from public accounting to FBI? Curious about how the transition has been, looks interesting.

like

What are experienced tax SM's getting for their comp these days? Started at one firm as a new SM around 140 in 2018. New offer is 200 at mid-size firm with the same title. HCOL area east coast (not NYC).

like

Hello how is the chicago KPMG office?

like

What are Deloitte applause awards?

like

Is switching to a regional (6 offices) firm from big 4 a career step back? Looking to leave, lots of smaller firms interested but worry it’s a backwards move.

like

How to politely inform your manager that their meetings are complete time-wasters? I end up working late hours because the work still has to get done. Promotion year so not trying to drop the ball lol

likefunny

After your first six months with the firm how did you personally feel about your performance?

like

Which offer should I accept? Currently staff 2 at big 4 in Tax with CPA license. I want to leave tax ASAP. Both are public companies +1B in revenue and same salary. Offer 1 - staff revenue accountant so reading contracts, speaking with the sales team and legal team, a lot of work at the end of the months to close books and reconcile transactions to make sure we are ASC 606 compliant. This track usually leads to director of revenue. Offer 2 - internal audit staff so SOX and compliance projects.

likefunny

How much of PTO RSM employees gets? Also, what is the Paternity time policy?

like

President Obama has the largest deficits, deficits will total $6.616 trillion. W Bush had twice as less. Let's hope the number will go down again.

like

Deloitte Advisory is hiring for those interested in Assurance and Internal Audit roles in the GWA region. If you’re looking for a change, message down below and we’ll connect.

like

I'm quitting end of April. I don't have much work to do until then, and my seniors have requested I submit snapshot requests. Should I just go along with it or tell them I'm going to be leaving?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal